How to find a financial advisor in 5 easy steps

August 6th, 2019, 11:00 AM PST | Webinar

There are many different types of financial advisors. Some work for you and in your best interests, others work for their employer. A financial advisor relationship is most likely the closest relationship you’ll have outside of your immediate friends and family, so choose wisely! Here are 5 steps to finding and hiring the right financial advisor for your specific situation.